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            Import Data with the Data Import Wizard

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            Import Data with the Data Import Wizard

            After preparing your data for import, use the Data Import Wizard to map the data fields and run the import.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: All except Database.com and Personal Editions
            User Permissions Needed
            To import data with the Data Import Wizard: Depends on what you’re importing. See What permissions do I need to import records? in Salesforce Help.
            1. Prepare your data for import and create a CSV import file. Doing this step first prevents errors, duplication of data, and frustration.

              For more information, see the FAQ item “How do I prepare my data for import?” on the Data Import wizard welcome page.

              You can also view the following video playlist to get more information: Watch Video DemoData Import How To Series

            2. To start the wizard, from Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard.
            3. Review the information provided on the welcome page, then click Launch Wizard.

              You can also launch the Data Import Wizard from the Tools list on the object-specific home page. Users who aren’t administrators can also access the Data Import wizard from their personal settings.

            4. Choose the data that you want to import.
              1. To import accounts, contacts, leads, solutions, person accounts, or articles, click Standard Objects. To import custom objects, click Custom Objects.
              2. Specify whether you want to add new records to Salesforce, update existing records, or add and update records simultaneously. If you have workflows that add new objects when importing, selecting add new and update existing records fires them, but selecting update existing records doesn't.
              3. Specify matching and other criteria as necessary. Hover your mouse over the question marks for more information about each option. For updates and upserts of custom objects, match by Name is case-sensitive.
              4. Specify whether to trigger workflow rules and processes when the imported records meet the criteria.
              5. Specify the file that contains your data by dragging the CSV file to the upload area of the page. You can also click the CSV category you’re using and then navigate to the file.
              6. Choose a character encoding method for your file. Typically, you don’t change your character encoding.
              7. Select comma or tab as a value separator.
              8. Click Next.
            5. Map your data fields to Salesforce data fields. The Data Import wizard maps as many of your data fields as possible to standard Salesforce data fields. But if the wizard can’t map fields, you must do it manually. Unmapped fields aren’t imported into Salesforce.
              To see a list of standard Salesforce data fields, from the management settings for the object, go to the fields area.
              Tip
              Tip If you can't see the Map button, use the zoom out option in your browser to shrink the size of the page's content.
              1. Scan the list of mapped data fields and locate the unmapped fields.
              2. Click Map to the left of each unmapped field.
              3. In the Map Your Field dialog box, search and choose up to 10 Salesforce fields to map to and click Map. You also have the option to save data from unmapped fields in a general notes field for accounts and contacts. Choose Account Note or Contact Note from the Map To dropdown list and click Map.
              4. To change mappings that Salesforce performed automatically, click Change to the left of the appropriate field. Delete the Salesforce fields you don’t want to map, choose the fields you want to map, then click Map.
              5. Click Next.
            6. Review your import information on the Review page. If you still have unmapped fields that you want to import, click Previous to return to the previous page and specify your mappings.
            7. Click Start Import.
            8. Check import status.

              The Recent Import Jobs chart on the Data Import Wizard home page lists the status and metrics of the data import. Alternately from Setup, enter Bulk Data Load Jobs in the Quick Find box, then select Bulk Data Load Jobs. The Bulk Data Load Jobs page isn’t available in Professional Edition. Only administrators have access to the Bulk Data Load Jobs page in Salesforce Setup. If you’re not an administrator, you can check the status of your upload by monitoring the relevant tabs in Salesforce.

            Need help with getting started? Check out www.salesforce.com/gettingstarted to access live webinars, videos, setup series and more. For hands-on help with data importing, complete the Importing Data module in Trailhead.

             
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